Dynamics 365 Project Operations

We are trying to Merge the accounts using OOB functionality in Dynamics 365. However, we are not able to merge the account in CE environment as the records are synced with F&O due to this while we are trying to merge the account getting the below error.

we are able to merge the accounts which are created in CE.

Error Message:

A record that has the attribute values {1} already exists. The entity key {0} requires that this set of attributes contains unique values. Select unique values and try again.

When changing a ressource by typing a new ressource name in the journal lines for hours, the lookup for the ressource prefilter to the old ressource ID.

Before selecting a new ressource, the filter for the ressource ID has to be removed.

It would make sense, if the lookup doesn't pre-filter to the current ressource.

Item requirement from Project PO is getting invoiced before receiving material, under item requirements when we do packing slip it is showing status as "invoiced" instead of "packing slip" raised a work item reference #691896, requesting to please allow this feature in future for customers.

Scenario 1: After invoicing a fixed price project, the posting type name is shown as Project WIP invoiced – on account, as per name it would indicate that this is an advanced type of account but the same name is used when Customer Invoice is generated and the same posting profile is used for Advance invoice.

posting type value is mentioned as “Project - WIP invoiced - on account”, but as this revenue is recognized, system still shows the value as "On Account Transactions"

Scenario 2: 2. After posting revenue, voucher transaction posting name is showing as accrued revenue, as per name it would indicate that this is a Balance Sheet account but actually it is not Balance Sheet account, it is a P & L account.

The posting type name shows that the postings are balance sheet type. However, the nature of posting is "Accrued revenue".

Above posting types confuses the customers as which ledger the posting was recorded. currently the system does not validate the posting type and gives incorrect names.

This idea includes the ability to manage many hours cost category estimation on the same WBS activity when we change activity duration

The business logic behind this idea to manage cost estimates with different categories of hours (different rates for different skills involved in the same activities) that must not be lost if I have to change the duration of an activity (schedule time).

In general the impact is relevant for the use of the WBS as a tool to define and manage the cost estimate of the project activities.

It is now not possible to use the WBS to estimate and manage project activities but also project offers, the economic consequence is significant.

When the business model is based on project management, all project managers are affected by this issue.

Actual results: System automatically loses important details

Expected results: When we have more than one transaction type "Hour" with different project categories and we make some change in the "scheduling" view, the system should not merge them into the "cost estimates view".

When booking a resource by percentage capacity, the percentage doesn't seem to be saved anywhere.

Customer wants to identify the trigger when clicking 'Book' to create a flow to copy the value into a custom Percentage field in the BookingHeader for later use.

Also, customer wants to have the percentage show up in the record.

Customer wants the cost to be fixed, not just the amount billed to the customer.

The scenario is that they want to have a fixed cost even if the duration is 20 or 22 working days.

Just like salary per month, if you work April 21 wd and May 22wd, the salary would remain the same for every month.

Customer mentioned that they used to test by creating project with fixed price but the cost would not be fixed